LSB Industries, Inc. filings document regulatory disclosures for a public chemical manufacturer of ammonia and ammonia-related products. Recent 8-K reports furnish operating results, Regulation FD financial presentations, auditor changes, compensation arrangements and other material events tied to the company's product and facility base.
Proxy materials cover board elections, executive compensation, pay-versus-performance data, shareholder voting matters and governance practices. Other filings describe capital-structure items, restricted stock unit awards under the 2025 Long-Term Incentive Plan, and litigation settlement disclosures related to engineering and procurement contracts for the El Dorado ammonia plant.
LSB Industries, Inc. has filed a resale registration to permit the selling stockholder to offer up to 10,374,334 shares of common stock. The registration covers resales by TLB-LSB, LLC and the company will receive no proceeds from those sales. The prospectus states the shares may be sold from time to time in public or private transactions, at prevailing market prices or negotiated prices, and that the selling stockholder will bear commissions and discounts. As context, 71,938,845 shares were issued and outstanding as of May 12, 2026, and the NYSE last sale price on that date was $15.44 per share. The registration arises under a registration rights agreement tied to prior private-placement and exchange transactions and includes customary plan-of-distribution language and rights-letter/board-representation arrangements.
LSB Industries, Inc. filed a shelf registration statement to permit the offering from time to time, after effectiveness, of common stock, preferred stock and debt securities.
The prospectus also contemplates that selling stockholders may offer and sell shares of common stock from time to time; the Company states it will not receive any proceeds from sales by those selling stockholders. The prospectus includes corporate governance, rights plan (Section 382 Rights Agreement), and distribution mechanics to be specified in future prospectus supplements.
LSB Industries released a financial presentation on its first quarter 2026 results, highlighting stronger sales and profitability versus a year earlier. Net sales rose to $169 million from $143 million, while adjusted EBITDA increased to $52 million from $29 million, lifting the adjusted EBITDA margin to 31% from 20%.
Improved production performance, disciplined commercial execution, and favorable AN, nitric acid and UAN markets supported results despite higher natural gas and other variable costs. The company generated $37 million of free cash flow and reduced net debt to trailing-twelve-month adjusted EBITDA to 1.4x, maintaining $182 million of cash and short-term investments.
Management notes a positive outlook for industrial and agricultural nitrogen markets, with strong fertilizer pricing and robust mining and construction demand. A carbon capture and sequestration project at El Dorado is on track, with Class VI permitting and operations expected around late 2026 or early 2027. A Section 382 stockholder rights plan remains in place to protect substantial net operating loss tax assets.
LSB Industries reported strong first quarter 2026 results, returning to profitability on higher sales and pricing. Net sales reached $169.5 million, up from $143.4 million a year earlier, while net income improved to $19.7 million from a net loss of $1.6 million. Diluted EPS was $0.27 versus a loss of $0.02.
Adjusted EBITDA rose to $52.1 million from $29.1 million as tighter fertilizer and industrial markets supported higher average selling prices across ammonia, AN, nitric acid and UAN. The company ended March 31, 2026 with $181.7 million in cash, cash equivalents and short-term investments and total debt of $441.2 million.
LSB Industries approved a one-time retention award for Chairman, President and CEO Mark T. Behrman, granting him 706,880 restricted stock units under the 2025 Long-Term Incentive Plan. Each RSU converts into one share of common stock or cash upon vesting.
The award uses cliff vesting and becomes payable on March 31, 2029, if he remains with the company. It includes detailed acceleration terms for termination without cause, resignation for good reason, death, disability, and certain change in control situations, and provides dividend equivalents that are paid only on vested RSUs.
LSB Industries, Inc. reported that President and CEO Mark T. Behrman acquired additional equity through a compensation grant. On April 24, 2026, he received 706,880 shares of Common Stock as a grant or award, linked in the footnotes to time-based Restricted Stock Units under the company’s 2025 Long Term Incentive Plan.
Following this grant, Behrman directly holds 2,194,075 shares of Common Stock. This is an equity-based compensation award, not an open-market stock purchase or sale.
BlackRock, Inc. files Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of LSB INDUSTRIES INC common stock. The filing states BlackRock beneficially owns 3,997,366 shares, representing 5.6% of the class, with sole voting power over 3,941,490 shares and sole dispositive power over 3,997,366 shares. The cover lists the issuer as LSB INDUSTRIES INC and the reporting person as BlackRock, Inc. The signature block shows the filing was signed on 04/27/2026.
LSB Industries, Inc. director Jonathan Z. Ackerman filed an initial ownership report indicating that he does not currently beneficially own any securities of the company. The filing shows zero shares held directly or indirectly following the reported position.